Zachary Morgan is a registered investment advisor, based in Greensboro, NC, with 12 years of industry experience.
Location
3318 W Friendly Ave, Fl 1, Greensboro, NC, 27410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Zachary is a board member for a non-profit organization that provides fiduciary services and care management to vulnerable persons. He dedicates minimal time to this role, providing advice and support as needed.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.